Description: 1998 SOA Annual Meeting, New York. Panelists discussed the activity of the newly emerging mutual holding company structure. Advantages and disadvantages of a MHC structure were addressed.

Description: From a teaching session at the 2001 Valuation Actuary Symposium, held in Lake Buena Vista, Florida, November 29-30, 2001 Discussion of the requirements under statutory codification that are of interest to actuaries. Topics included: • Policy classification • Deferred taxes • Accident and health issues • Disclosure • State differences • Implementation issues

Description: This is a transcript of a session at the Spring 1975 meeting in NY and highlights disclosure and cost comparison, equal opportunities and human rights legislation and impact on ways of doing business. From Record of Society of Actuaries, Vol. 1, No. 2.

Description: This session from the 1983 SOA Hollywood, Florida Meeting reviews updates to federal taxation legislation relating to insurance including pensions and ERISA, 401k plans, employee benefit plan taxation and new code Section 7702. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: This presentation is a teaching session, number 98TS, from the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The financial services industry is changing rapidly. Thirty years ago the industry made its profits from mortality and expense margins in premiums. Fifteen years ago it was interest margins on fixed annuities and universal life. Today profits come from fees on variable products, interest margin on fixed products, and mortality on term insurance. The instructors look to the future and discuss where profits will come from 10 years from now. Discussion from participants is included. From the Record of Society of Actuaries, Volume 26, No. 3.

Description: This session from the 1984 SOA Toronto Meeting discusses regulatory aspects, coronary risk factor analysis, guaranteed issue replacement programs, the economic value of the attending physician's statement and chronological age versus biological age. From Record of the Society of Actuaries Vol. 10, No. 4A

Description: This presentation, session number 4PD, took place at the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The panelists pose this question: “now that the Financial Services Modernization Law is about a year old, how are banks and insurance companies repositioning themselves?” Topics include new or modified strategies, any imminent changes in the federal law, whether legislative efforts shifted to state laws, status of the state privacy laws and impact on customer segmentation, Leading Banks-In-Insurance Report trends 10/00 Association of Banks-In-Insurance, and how products, distribution, and competition for the insurance industry will be redefined. Discussion from participants is included. From the Record of the Society of Actuaries, Volume 26, No. 3.

Description: Presented at October 1986 Annual Meeting. This session discussion is about the impact of the AIDS epidemic, legal challenges to risk classification practices, impact on practices resulting from these challenges and from trends in areas such as preferred risks and guaranteed issues, possible future developments in underwriting and risk classification and how they may impact product design and marketing.

Description: 1999 SOA Regional Meeting, Atlanta. The stated objective of this session was to provide a good feel of what financial service convergence means. It included a legislative update of what was happening in Washington in 1999 and discussions on customer segmentation, on bancassurance products, and distribution channels within a bank.

Description: This session from the 1981 SOA Spring Meeting focused on return on investment in a rate-regulated environment. Topics included current rate-regulated environments, current use of ROI, ROI in price setting and future rate regulation controls. From Record of Society of Actuaries, Vol. 7, No. 2.